CWM
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Concert Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Concert Wealth Management’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2
Closed – – 678
2016
Q3 		$0 Buy
+2
New +$104 ﹤0.01% 1022

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Concert Wealth Management's IAK Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Insurance ETF (IAK) in Q4 2016, closing a stake of 2 shares.

Concert Wealth Management first reported a position in IAK in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 41 funds tracked by Wall St. Rank hold IAK as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Insurance ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2 iShares US Insurance ETF shares in Q4 2016.
  • Concert Wealth Management first reported a position in iShares US Insurance ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares US Insurance ETF position peaked at $0 in Q3 2016.
  • 41 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.